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Privacy
Policy
At Vincent, Urban, Walker & Associates, Inc.,
maintaining our clients' trust and confidence is vital. That
is why we want to protect your privacy when we collect and
use information about you, and why we take measures to
safeguard that information.
We want you to know that your privacy concerns are
important to us; and in accordance with law we are supplying
you with this privacy statement. Chapter INS 25 of the
Wisconsin Administrative Code generally prohibits any
licensees of the Office of the Commissioner of Insurance,
directly or through its affiliates, from sharing nonpublic
personal information about you with a non-affiliated third
party unless the institution provides you with a notice of
its privacy policies and practices, such as the type of
information it collects about you and the categories of
persons or entities to whom it may be disclosed. In
compliance with the Wisconsin Administrative Code, we are
providing you with this document, which notifies you of the
privacy policies and practices of our company.
Our Privacy
Policies and Practices
Information we collect:
As part of providing you with insurance products and related
services, we obtain nonpublic personal information about you
including:
· Information we receive from you on applications or
other forms, such as your name, address, telephone number,
age, social security number, driver's license number;
· Information about your transactions with us, our
affiliates or others;
· Information we receive from third parties, such as a
consumer reporting agency;
· Information we receive from governmental sources,
such as Motor Vehicle Records
Information we may disclose to
third parties: We may disclose the
following kinds of nonpublic personal information about you:
· Your name, address, social security number, drivers
license number, telephone number, as may become necessary
during an insurance related transaction, such as a claim;
· Information about your transactions with us, such as
your policy coverage or premiums, such as when requested
to verify coverage by your lender or lessor.
Non-affiliated third parties to
whom disclosures may be made: We may
disclose nonpublic personal information about you only to
financial service providers, such as insurance companies,
surplus lines insurance agencies, mortgagees, leasing
companies, and commercial lenders. We may also disclose
nonpublic personal information about you to non-affiliated
third parties as permitted by law. Disclosures which are
permitted by law include, but are not limited to,
disclosures which are necessary to service your insurance
policies, process claims, and process transactions which you
request, such as issuing certificates of insurance. We do
not sell or otherwise make your nonpublic personal
information available to non-affiliated third parties for
general sales and marketing purposes.
Opt Out Notice:
If you prefer that we not disclose nonpublic personal
information about you to non-affiliated third parties, you
may opt out of those disclosures. That is, you may direct us
not to make those disclosures (other than disclosures
permitted by law). If you wish to opt out of disclosures to
non-affiliated third parties, you may call our office at
432-7246, or if outside our local calling area you may call
toll-free at 800-753-9153. Please understand that if you
choose this option, certain of your transactions with us may
be delayed.
Our practices regarding
information confidentiality and security:
We restrict access to nonpublic personal information about
you to those employees who need to know that information in
order to provide products and services to you. We maintain
physical, electronic, and procedural safeguards that comply
with federal and state regulations to guard your nonpublic
personal information. Reservation of the right to disclose
information in unforeseen circumstances: In connection with
the potential sale or transfer of its interests, Vincent,
Urban, Walker & Associates, Inc., reserves the right to
sell or transfer your information (including but not limited
to your name, age, sex, address, zip code, state and country
of residency and other information that you provide through
other communications) to a third party entity which (1)
concentrates its business in a similar practice or service;
(2) agrees to be Vincent, Urban, Walker & Associates,
Inc. successor in interests with regard to the maintenance
and protection of the information collected; and (3) agrees
to the obligations of this privacy statement.
Amendment to Privacy Notice and
Privacy Policy: We reserve the right to
amend, modify or change at any time and for any reason, our
privacy policies and this Privacy Notice. In any such
events, we will provide an amended Privacy Notice to you.
Sincerely,
Vincent, Urban, Walker &
Associates, Inc.
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